Civic Intelligence

Monticello School District Foundation

990 • Fiscal year 2015 • EIN 42-1313635

Jan 01, 2015 to Dec 31, 2015

Organization ProfileN/A
Monticello, IA
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

85th percentile

30%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

96%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,705,179

Up $337,112 (+25%) from 2014

Net Assets

Up

$1,705,179

Up $337,112 (+25%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin85th percentile

Revenue

Up

$124,859

Up $61,163 (+96%) from 2014

Expenses

Up

$87,846

Up $2,623 (+3.1%) from 2014

Net Income

Up

$37,013

Up $58,540 (+272%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,248,395Liabilities 2011: $0Net Assets 2011: $1,248,3952011Assets 2012: $1,335,719Liabilities 2012: $0Net Assets 2012: $1,335,7192012Assets 2013: $1,340,516Liabilities 2013: $0Net Assets 2013: $1,340,5162013Assets 2014: $1,368,067Liabilities 2014: $0Net Assets 2014: $1,368,0672014Assets 2015: $1,705,179Liabilities 2015: $0Net Assets 2015: $1,705,1792015Assets 2016: $1,752,000Liabilities 2016: $0Net Assets 2016: $1,752,0002016Assets 2017: $1,866,732Liabilities 2017: $0Net Assets 2017: $1,866,7322017Assets 2018: $1,861,313Liabilities 2018: $0Net Assets 2018: $1,861,3132018Assets 2019: $1,914,940Liabilities 2019: $0Net Assets 2019: $1,914,9402019Assets 2020: $2,229,979Liabilities 2020: $0Net Assets 2020: $2,229,9792020Assets 2021: $1,925,282Liabilities 2021: $0Net Assets 2021: $1,925,2822021Assets 2022: $1,780,650Liabilities 2022: $0Net Assets 2022: $1,780,6502022Assets 2023: $1,930,355Liabilities 2023: $0Net Assets 2023: $1,930,3552023Assets 2024: $1,987,410Liabilities 2024: $0Net Assets 2024: $1,987,4102024

Highlighted filing

2015

Assets$1,705,179
Liabilities$0
Net Assets$1,705,179
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $116,362Expenses 2011: $55,599Net Income 2011: $60,7632011Revenue 2012: $72,739Expenses 2012: $82,762Net Income 2012: -$10,0232012Revenue 2013: $36,103Expenses 2013: $44,656Net Income 2013: -$8,5532013Revenue 2014: $63,696Expenses 2014: $85,223Net Income 2014: -$21,5272014Revenue 2015: $124,859Expenses 2015: $87,846Net Income 2015: $37,0132015Revenue 2016: $136,577Expenses 2016: $89,740Net Income 2016: $46,8372016Revenue 2017: $142,989Expenses 2017: $70,528Net Income 2017: $72,4612017Revenue 2018: $134,402Expenses 2018: $53,142Net Income 2018: $81,2602018Revenue 2019: $140,228Expenses 2019: $87,264Net Income 2019: $52,9642019Revenue 2020: $87,189Expenses 2020: $4,586Net Income 2020: $82,6032020Revenue 2021: $148,150Expenses 2021: $3,328Net Income 2021: $144,8222021Revenue 2022: $143,822Expenses 2022: $6,841Net Income 2022: $136,9812022Revenue 2023: $132,598Expenses 2023: $7,144Net Income 2023: $125,4542023Revenue 2024: $196,564Expenses 2024: $146,930Net Income 2024: $49,6342024

Highlighted filing

2015

Revenue$124,859
Expenses$87,846
Net Income$37,013
Open 2015 Filing
Filing Detail Status

This 2015 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Mission and Program Overview

Mission

To establish a perpetual fund for the benefit of the monticello school district and use investment income therefrom for school equipment & improvements and distribute scholarships to students.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$1,705,179
Liabilities
$0
Net assets
$1,705,179
Revenue
$124,859
Expenses
$87,846
Net income
$37,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$0.20$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.13$0.01$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.14$0.01$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15$0.00$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.09$0.00$0.08
2019Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$0.14$0.09$0.05
2018Summary only. Only limited summary data is available for this year.$1.86$0.00$1.86$0.13$0.05$0.08
2017Summary only. Only limited summary data is available for this year.$1.87$0.00$1.87$0.14$0.07$0.07
2016Summary only. Only limited summary data is available for this year.$1.75$0.00$1.75$0.14$0.09$0.05
2015Summary only. Only limited summary data is available for this year.$1.71$0.00$1.71$0.12$0.09$0.04
2014Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.06$0.09$0.02
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.04$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.07$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.12$0.06$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits